Reports

1099 Vendor Report
The 1099 Vendor Report displays payments made to a vendor(s) within the given time frame. This report can be used at the end of the year for tax purposes. The Summary version of the report displays the Vendor Name, address and Federal ID number. This information is necessary to fill out the 1099 tax form. Location Administration > Reports ...
Accounts Payable Invoice Register Report
Use the Accounts Payable Invoice Register Report to view a detailed list of all AP vendor invoices. Location Administration > Reports > Accounting > Accounts Payable > Accounts Payable Invoice Register Filters Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup...
Accounts Receivable Quick Reconciliation Report
This is an MS Exel spreadsheet that compares the daily balance of the Accounts Receivable account and the Accounts Receivable Aging Report total. There is also an Entries Posting This Day In GL column that you can reference if the two values are different.  This report is similar to the Accounts Payable - Quick Reconciliation Report. Go to ...
Audit Log Report
Use the Audit Log to view a list all changes made to sales orders during a specific date range. Go to Administration > Reports > Sales > Orders and Invoices > Audit Log. Filters Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen. Interest - Marketing in...
Average Sale Report
Use the Average Sale Report to see the average sales order prices per employee or per store. Go to Administration > Reports > Sales > Orders and Invoices > Average Sale. Filters Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen. Marketing Interest - Us...
Bad Debts Journal Report
The Bad Debts Journal displays a detail and summary of the bad debts for an accounting period. This report only includes posted transactions. Location Administration > Reports > Accounting > Accounts Receivable > Bad Debts Journal Filters Accounting Period - Accounting periods are created, closed, and reopened using the Periods...
Barcodes Report
Print Barcodes for Items and Kits. Go to Administration > Reports > Inventory > Items > Barcodes. Filters Product Line - Product lines group your inventory items into high level categories - for example, Accessories, BBQs & Grills, Chemicals, or Covers. Barcodes to Print This section will populate with a list of items base...
Canceled Order Report
Use the Canceled Order Report to see a list of all canceled orders and the reason they were canceled. Go to Administration > Reports > Sales > Orders and Invoices > Canceled Order Report. Filters Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on the Accounting Setup screen. Marke...
Cash Drawer Activity Report
Use this Cash Drawer Activity Report to view a detailed list of customer payments made by cash drawer session, or by a date range. This report displays the payment methods (cash, checks, etc.), and where the payment was applied (POS, AR, Deposit). You can also run this report by clicking Cash Drawer Activity Report on the Open/Close Cash Draw...
Cash Payments Journal - Combined Report
Use the Cash Payments Journal - Combined Report to view customer cash receipts and vendor cash receipts in one integrated report. Location Administration > Reports > Accounting > Banking > Cash Payments Journal - Combined Filters Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on ...
Cash Payments Journal - Customer Report
Use the Cash Payments Journal - Customer Report to view details on all customer payments and refunds for a selected date range. Location Administration > Reports > Accounting > Banking > Cash Payments Journal - Customer Filters Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on th...
Cash Payments Journal - Vendor Report
Use the Cash Payments Journal - Vendor Report to view details on all vendor payments and credits during a selected period. Location Administration > Reports > Accounting > Banking > Cash Payments Journal - Vendor Filters Accounting Period - Accounting periods are created, closed, and reopened using the Periods tab on the Accou...
Cash Requirements Report
The Cash Requirements Report displays a detailed or summary list of AP invoices that are coming due, and the cash required to pay them. This report is useful when trying to ascertain how much cash is necessary for paying bills due in the immediate future. The report can be filtered by store, employee, vendor, vendor class and invoice type. Loc...
Commissions Report
Use the Commissions Reports to view commissions by commission period, accounting period, or date range. Go to Administration > Reports > Sales > Commissions > Commissions. You can filter the report by commission category, store, and employee. Filters Commission Period - Commission periods are created using the New Commission Pe...
Contract Load Balance Report
Use the Contract Load Balance Report to see a summarized list of open contracts by tech and date range. Go to Administration > Reports > Maintenance Contracts > Contract Load Balance. This can help you determine the load of each tech. Security Permissions Required Category Function Administration – Reports Can Access Report...
Contract Register Report
Use the Contract Register Report to see a detailed list of open maintenance contracts. Go to Administration > Reports > Maintenance Contracts > Contract Register. Security Permissions Required Category Function Administration – Reports Can Access Reports Tree Branch  
Contracts Expiring Report
Use the Contract Expiring Report to see a detailed list of open contracts that are about to expire. Go to Administration > Reports > Maintenance Contracts > Contract Expiring. Security Permissions Required Category Function Administration – Reports Can Access Reports Tree Branch  
Cost Per Inquiry Report
Use the Cost Per Inquiry Report to measures the success of your advertising. Go to Administration > Reports > Sales > Advertising > Cost Per Inquiry. This report compares how much you spent related to the number of inquiries you received and the sales from those Inquiries. Filters Interest - Marketing interests allow you to lin...
Credit Memo Usage Report
The Credit Memo Usage Report displays the credit memos that have been used during a specific period of time. The report includes a link to open the credit memo, and a link to open the customer account. Location Administration > Reports > Accounting > Accounts Receivable > Credit Memo Usage Filters Accounting Period - Accountin...
Customer Account Credit Liability Report
Use the Customer Account Credit Liability Report to view the open credit memos on customer accounts, or open deposits on customer accounts. Location Administration > Reports > Accounting > Accounts Receivable > Customer Account Credit Liability Filters Credit Memo Reason - A credit memo reason is added to a credit memo to deter...
Customer Credit Card on File Report
Use the Customer Credit Card On File Report to view a list of credit cards that are on file, and information about those cards. See Customer screen - Preview tab for information on adding a credit card on file to a customer account. See Evosus Card Services - Introduction for general information Evosus Card Services. Location Administration...
Customer Deposit Liability Report
The Customer Deposit Liability Report displays all Deposits on file for customers. A payment is considered to be a deposit if it is applied to an Open Order. The Deposit is removed from the report once the order is invoiced. A Deposit does not need to be applied in full to an invoice. You can partially apply a deposit to an invoice and have a r...
Customer Dump to Excel Report
Use the Customer Dump To Excel option to generate an MS Excel spreadsheet of all of the customers created after a specific date. Go to Administration > Reports > Marketing > Leads > Customer Dump To Excel. The MS Excel spreadsheet includes all of the basic customer information: name, address, contact information, account balance, a...
Daily Bank Deposits Report
Use the Daily Bank Deposits Report to to see bank deposits for a specific day for all stores. Use this report to help reconcile your daily bank deposits. Location Administration > Reports > Accounting > Accounts Receivable > Daily Bank Deposits Filters Accounting Period - Accounting periods are created, closed, and reopened usi...
Daily Employee Task Schedule Report
Use the Daily Employee Task Schedule Report to view an employee's confirmed and scheduled service/delivery tasks. Go to  Administration > Reports > Service and Delivery > Daily Employee Task Schedule. Security Permissions Required Category Function Admin-Reports Can Access Reports Tree Branch Can Access Reports - Se...